Morgan Stanley

Morgan Stanley Portfolio holdings

AUM $1.65T
1-Year Est. Return 24.8%
 

Morgan Stanley, founded in 1935 by Henry Sturgis Morgan and Harold Stanley as a spin-off from J.P. Morgan & Co., is a leading global financial services firm headquartered in New York City. Initially focused on investment banking, it has evolved into a diversified powerhouse offering wealth management, institutional securities, and asset management services, catering to corporations, governments, institutions, and high-net-worth individuals. With a strong presence in mergers and acquisitions, underwriting, and trading, Morgan Stanley manages billions in assets and is known for its sophisticated financial advisory services. The firm has adapted to modern markets by expanding its digital offerings and wealth management division, notably through its 2020 acquisition of E*TRADE, solidifying its position as a Wall Street titan.

This Quarter Est. Return
1 Year Est. Return
+24.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.29T
AUM Growth
+$46B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
8,141
New
Increased
Reduced
Closed

Top Buys

1
+$1.91B
2
+$1.42B
3
+$1.33B
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.09B
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$1.08B

Top Sells

1
+$3.18B
2
+$1.28B
3
+$1.1B
4
DHR icon
Danaher
DHR
+$820M
5
RTX icon
RTX Corp
RTX
+$737M

Sector Composition

1 Technology 22.98%
2 Financials 10.3%
3 Healthcare 9.35%
4 Consumer Discretionary 8.7%
5 Communication Services 6.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
4776
$1.12M ﹤0.01%
114,367
+34,409
4777
$1.11M ﹤0.01%
246,132
-360,449
4778
$1.11M ﹤0.01%
85,907
+3,086
4779
$1.11M ﹤0.01%
647,909
+366,441
4780
$1.11M ﹤0.01%
39,334
-25,172
4781
$1.11M ﹤0.01%
31,752
+1,046
4782
$1.1M ﹤0.01%
18,872
-1,478
4783
$1.1M ﹤0.01%
30,391
+6,844
4784
$1.1M ﹤0.01%
202,959
-76,256
4785
$1.1M ﹤0.01%
38,562
-8,749
4786
$1.1M ﹤0.01%
17,228
+2,120
4787
$1.1M ﹤0.01%
129,171
-45,169
4788
$1.09M ﹤0.01%
287,354
-8,851
4789
$1.09M ﹤0.01%
828,654
+8,826
4790
$1.09M ﹤0.01%
508,493
+338,534
4791
$1.09M ﹤0.01%
313,597
-13,123
4792
$1.09M ﹤0.01%
163,505
+6,454
4793
$1.09M ﹤0.01%
337,459
-14,304
4794
$1.09M ﹤0.01%
399,219
4795
$1.09M ﹤0.01%
102,372
+16,140
4796
$1.08M ﹤0.01%
116,345
+23,379
4797
$1.08M ﹤0.01%
442,514
+78,691
4798
$1.08M ﹤0.01%
1,009,046
-246,515
4799
$1.08M ﹤0.01%
23,744
+21,769
4800
$1.08M ﹤0.01%
189,416
+36,051
190 191
192
193 194